See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,223 | $80,753-37.8% | $136,294-63.2% | $62,292-19.4% |
| Participation rate | 56.9% | 73.5%-16.7pp | 81.9%-25.1pp | 69.5%-12.7pp |
| Annual return | 16.59% | 35.83%-19.2pp | 5155.94%-5139.3pp | 28.90%-12.3pp |
| Employer contribution / active EE | $1,944 | $2,884-32.6% | $4,695-58.6% | $2,042-4.8% |
| Participant deferral / active EE | $6,772 | $5,164+31.1% | $6,247+8.4% | $3,169+113.7% |
| Admin fee / account holder | $3,643 | $525+593.4% | $9,243-60.6% | $479+660.0% |